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Financial Reporting Manager Jobs

Company

Querentia
Address Montreal, Quebec, Canada
Employment type CONTRACTOR
Salary
Expires 2023-07-06
Posted at 11 months ago
Job Description

Job Title: Analyst (Financial Reporting)

Duration: 6-month contract

Location: Montreal, Quebec

Pay Rate: Open

Work Arrangement: Hybrid


  • Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports
  • Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration
  • Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client
  • Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information
  • Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers
  • Providing administrative coordination with trading, operations and client service teams
  • Helping with new business generation, prospect cultivation and client engagement